+57.3%
EXPD vs WTW
-4.1%
+61.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.8% | +1.6% |
| 7D | +1.2% | -7.1% | +8.3% | +1.9% |
| 30D | +5.2% | -8.5% | +13.7% | +6.1% |
| 3M | +13.2% | +20.6% | -7.4% | +9.7% |
| 6M | +30.3% | +7.2% | +23.1% | +29.1% |
| YTD | +27.0% | -3.9% | +30.9% | +29.3% |
| 1Y | +57.3% | -3.6% | +60.9% | +59.6% |
| All | +57.3% | -4.1% | +61.4% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WTW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling